MSX Group 2015 Spring User Forums Q&A Session for Microsoft Management Reporter

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Antonia Cummings
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1 MSX Group 2015 Spring User Forums Q&A Session for Microsoft Management Reporter Questions Can you add comments in Web Viewer? Answers Yes, use the Show button to display the Comments pane and then add comments. Can you assign security by folder? Do I need to install each update or can I install CU12 directly on CU8? Do you have to be a user to see Web Viewer? How do you schedule reports? How do you hide comments in the Management Reporter viewer? If I have a local install of GP on my laptop, can Management Reporter be installed on my laptop to use with the company or do I need a Server/Client configuration? Is it possible to remove the "F" in the tab name when exporting to Excel? When will the Management Reporter Legacy connection be discontinued? When a user is using Web Viewer, is there a way for the user to see all reports that are available? When I export a report to Excel, I m not able to get the headers to show up on any page other than the first one. Is there a way to do that? Yes, security may be assigned to individual folders in the Report Library. You can install CU12 over CU8. Yes, only valid Management Reporter users can open reports in the Web Viewer. Reports are schedule in Report Designer by using the Schedule Reports button on the lower-left navigation pane. Go to View>Fact Pane Management Reporter requires a server/client/network configuration No, there is no option currently to do this. The Management Reporter Legacy option is already discontinued for AX with the current Management Reporter CU. No, the only way to view all reports is in the Report Viewer Library. No, not currently.

2 When we export our files to Excel the header font changes to a really large font (i.e. 84pt). Does this happen often? Can the Web Viewer access the archived reports in the previous year s folder in the library? Does the Management Reporter Viewer have to be a Dynamics user to drill back to transaction level? How exactly do you rebuild a DataMart? Yes, we do see this with older versions of Microsoft Excel. Yes, the Web Viewer just needs to point to the URL for those prior reports. No, transaction-level details are a page of the report in the Management Reporter Report Viewer or Web Viewer. Please see our message boards at boards.msxgroup.com for more information on this topic. What currencies does the currency button display? Does it show all the currencies entered in the exchange rate table in GL? Where are the new 16 default reports or canned reports? Where do you set the default viewer? However, the general idea is to delete the current DataMart SQL database and use the Management Reporter Configuration console to remove the current integration and re-create the DataMart database and integration using the Management Reporter Configuration Console. Yes. If they are not available under a Default Report definitions folder under Reports in Report Designer, go to Tools>Import Default Reports. In Report Designer, go to Tools>Options Are all Account Categories shown or only the stock GP categories? Can you only get G/L data? Can I install CU12 without having to install all the prior CU's? Any account categories defined in the GL should be accessible. Correct. Management Reporter is only capable of pulling in data stored in the GL. At present, it is not capable of pulling data from other Dynamics modules. All CUs are cumulative. Except for pre-management Reporter2012 versions, you should be able to apply any new CU without applying preceding ones. Check the download instructions for any exceptions or other requirements.

3 When you have opened multiple windows, how do you close them? How much is the AX summit and dates? Can you use Management Reporter if you are not a Microsoft Dynamics ERP user? If you rename a static report and archive it when you rerun this report will it overwrite the previous report but with a different name? In order to go back into Dynamics, do you have to have the fat client on your PC? Does it only go into G/L data within Dynamics or can you get to A/P data (i.e. invoice images) as well? In FRx we could use different row formats for different branches of the tree. Is this possible in Management Reporter? Where was the shrink-to-page option to get all the columns on same page of report? When you run a schedule, can it be pushed out to specific individuals or does it just go straight to the library? Does deleting reports in the Report Library help performance? How is XBRL functionality used for other countries with actual version, which uses XBRL for Germany only? File Close All Please see the website for more information on DC Summit: Microsoft only makes Management Reporter available to Microsoft Dynamics ERP customers. No, it will not overwrite the report. You overwrite a report (create another version of report) if the report name and folder are same in Report Definition. If you want to drill back to Dynamics, you need to have it installed on your workstation. In FRx there was the ability in the tree to use different rows but in Management Reporter that is not available (only one row for entire report). You could consider separate reports in Management Reporter that are grouped together or use multiple FD/GL links in the row format. (This is an advanced topic we can help with one-on-one offline.) In the Report Definition, go to the Settings tab and the Other button at the bottom. It goes to the Library and can also go as links to SharePoint folders. It probably won't make a big difference normally as the files are small. However, as more and more versions are added, it can affect performance. Kenny, We have your question. We will ask Jill Carter to address it during the Q&A session. If we are not able to address it today, all Q&A will be posted on MSXGroup.com next week.

4 How many of the Report Definitions come with reporter versus those that are developed by the Report Designer? Can you pull budgets from multiple companies? Management Reported includes several default reports, representing examples of various different types. These reports are built to utilize Account Categories, so they should work for any company setup. Management Reporter can display Budget data that has been uploaded to your budget ledger(s) in your GL. In short, budget data can be imported. With regard to the Export Account Detail to Excel feature: When will the Excel outline feature be available? We have a client that implemented Management Reporter for a small division creating about 10 reports. Now, the parent company is ready to move. Do we lose the prior reports? For scheduled reports: Can you be prompted for the report date? Does a Viewer have to be a Dynamics user to drill back to the transaction level? Will you gentlemen be attending GPUG Summit in Reno- Tahoe come October? Can an end user (Viewer) refresh a preliminary P&L report at any time during the period or does a Designer need to run or refresh the report again in order for Viewers to see updated balances? In addition, some most Dynamics GLs support using the Forecaster Data Transfer Tool, which facilitates importing budget data from Microsoft Forecaster. The FDTT can be configured to transfer data for multiple companies/databases. Microsoft has not planned on adding Excel outline as an output option yet. No you will not lose the reports as long as you keep the SQL database the reports are stored in (database name usually "ManagementReporter"). From there, you can export/import reports between environments. No, scheduled reports run at their scheduled time(s) for the date assigned at the report or group definition level. No, they just have to be a user defined in Management Reporter and be on the same network where all reports stored. (This being a secure, SQL database Report Library on your network.) Noah, Nick and Derek all intend to be in Reno and we will be leading several sessions there. Not all users have the 'refresh' button available.

5 What does the Publish button do? Once you are done making adjustments and you've verified the data using refresh in the Web Viewer, you may want to publish that report for everyone else to view. With Management Reporter CU9, this can all be done from the Web Viewer: The output locations and report dates used when the report was originally generated are used when you press the Publish button. Without having to go back into Report Designer, you're able to easily publish out reports to those who need them. What is the recommended update for AX 2009 to use Management Reporter? Can I use Management Reporter with R5? Can you set it up to automatically go to Excel like FRx? Where is the graph in the Web Viewer? What currencies does the Currency button display? Does it show all the currencies entered in the exchange rate table entered in GL? Are there differences in the drill to account and transaction levels results - when using ranges, versus wildcards - versus Account Categories in the row definition? In FRx we find a number of clients use the full account number in the column H. Will Management Reporter translate this? For more information see: Please reference the Microsoft blog site: ment-reporter-feature-and-version-number-summary.aspx Reports can only be exported to external applications from the Web or Report Viewers Use the SHOW button in lower right, then Graphs The Currency button in the Web Viewer allows you to change the report display to different currencies that are posted/converted in the GL. The drill down is the same to Account and Transaction level for the scenarios inquired about. The migration wizard will convert full accounts to Management Reporter. However, it will not convert any column H information for reports that do not reference a company on the report in FRx. In this instance, to reference a particular company.

6 If you leave the Chained To on the Report will it fail the migration or will the link to the Chained Report simply not migrate? In order for an individual to view a report via a Web Viewer e- mail link do they need to have Management Reporter installed on their machine? Is it possible to change how a report is exported to Excel? It currently exports to Page Layout view instead of Normal view. How are Attributes these brought in to your drop down selection? I know you said by your GL Database, but what exactly does that mean? My Management Reporter implementation did not automatically put a "C" for credit balance on the revenue accounts. Is there a setting or option I need to turn-on? The option to insert a quick chart is greyed out for me. How can I enable this option? What is best practice when spreading dimensions across a column: Dimension Filter or Reporting Unit (Tree)? What do you do for multi-company with 2 segments to get all of them? Also, it will not convert any references to Account Sets, which will need to be recreated in Management Reporter as Dimension Value Sets. The Report will still migrate over and you will use Report Groups in Management Reporter to manage this. No, the user doesn t need Report Designer or Report Viewer installed on their machine to view a Management Reporter report in Internet Explorer or other web browsers. There are several options in terms of exporting to Excel. However, there have been several enhancements to this functionality in recent updates, so you may need to apply the latest CU to get all available options. These are populated from your GL. There is nothing in Management Reporter that needs to be completed separately. This would be a setting in the GL that Management Reporter reads from the account setup window. To graph data in the Management Reporter client viewer, right-click in the Report Data and you can either select a Row or Column of data to graph, which then enables the graph icons on the Toolbar. You may want to use Dimension Filter which is easier (as there is no tree required). However, you must use a Tree if the columns are different GL companies/database. There you would use the Reporting Tree Filter. Usually you will want to leverage and use the Account detail and have the row be summarized using ranges or wild cards. Or, you could build your row on multiple GL segments. This is done using the Build Row on dimensions/segments with the

7 If I m set to use Web Viewer in the Report Definition - and I have links being sent to a shared folder when I generate a group of reports, does a link for the group go to the shared folder? Can you run a summary report that has a tab when exported that will give the department account total by account that agrees with a summary page? I use Management Reporter but I also have Management Reporter Report Viewer as the default viewer (unchecked under Tools Options). When I open Report Viewer to view my reports, I have both programs open. What is the benefit of using the Web Viewer? Do I need a license to use the Web Viewer How is XPS compared to PDF? We are unable to undo a chart and see it again without reopening the report. Are there any plans by Microsoft to fix this issue? If you have multi-company in the same database do you have to import on the same row definition for each company to get all accounts? Can you print the detail of this report example like the detail (supporting) report in FRx? & when go to Edit Insert Rows. But, this latter method is not as flexible and could be result in a very large row. When report groups are generated, you have the option to use the Distribution options defined for each of the reports. Or, you can override and redefine those for the group. When using a reporting Tree, exporting to Excel can include tabs for each reporting unit (such as dept.). Also, you have the option to export account and transaction details. While many of the features available in Web Viewer are also available in the Report Viewer, there are some features only available in the Web Viewer, such as dynamic currency translation and being able to refresh and republish a report without using the Report Designer. Also, users are able to access and view reports in the Web Viewer without having Report Viewer installed on their workstation. While viewing the Web Viewer content does not require an installation of Management Reporter Report Viewer, any users accessing Management Reporter information must be Management Reporter users. XPS is essentially the same as PDF, except that it is a Microsoft tool and is part of MS Office. Yes, this is a bug in Management Reporter and we can ask Microsoft later today about updates on a fix. Yes, accounts are company-specific for the option to pull in accounts automatically. Yes, Management Reporter allows all of the report details to print the same as FRx.

8 Are the comments available in the Web Viewer? Can I get a trial balance to not show the rows with zero amounts and still show the total row (that equals zero)? Can I hide the comment pane? Is there an easy way to delete multiple reports from the library? Can you link a row to an Excel spreadsheet to pull in external data? Can I use the Total row to show information in Management Reporter? Or, do I have to use a range of accounts of Transaction type? In the Column Definitions, can blank columns be created so there is a space between columns of data? Can you schedule a report group on demand? Is there any way to put the Reporting Tree Definitions in one report (in a column definition?) instead of generating a separate report for each Tree? Is there a checklist of these available? Yes, use the Show button in lower-right, then Comments. Yes, use the X0 Print Control code in the Row Definition to hide zero amount rows. Yes, you can hide or minimize the comments pane in the Report Viewer. Yes, you can highlight multiple report versions to delete. Report versions can also be renamed. Yes, you can. Management Reporter is capable of pulling data from Excel into reports in multiple ways. We may touch on the subject in later sessions, but it is fairly complex, which precludes a full overview of the functionality here. We cover that topic in depth in our Advanced Management Reporter classes. You may also be able to get additional information via the Management Reporter online help. Yes, you may use Totaling Accounts that are setup in AX. Yes. You can create blank columns by selecting Fill in the column type field. You can then adjust the column width as needed. Yes. You can schedule a report group using the scheduler or you can run the report group manually. You can assign each column to a specific reporting unit using the Reporting Tree filters. All filters must come from the same Tree, which needs to be associated with the Report itself. You can achieve similar results using Dimension Filters in the column definition instead of Reporting Tree filters. You can find the list and tips at MSXGroup.com on our Message Board. We will also be posting the decks for all of today's presentations to MSXGroup.com.

9 In Management Reporter, if the report is setup to allow drill down to the transaction level, what the user sees appears to be the description entered for the journal entry. Is there a way for the user to see the vendor name? I believe in FRx we could input a column referencing this and you'd see it when you drilled down to that level of detail on the report. You can include a vendor name column in the column definition. This option needs to be activated in the GL first to make it available for Management Reporter.

Management Reporter. FRx not supported by Microsoft since July 2014

Management Reporter. FRx not supported by Microsoft since July 2014 Management Reporter FRx not supported by Microsoft since July 2014 Log in with Dynamics GP ID and password for Report Designer Can check the box to Save my credentials Choose the company with Curr and